Sales Associate - Group Benefits jobs in United States
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Oswald Companies · 3 months ago

Sales Associate - Group Benefits

Oswald Companies is an independent, employee-owned company that has been creating protection around the lives and businesses of clients for 129 years. They are seeking a Sales Associate - Group Benefits responsible for generating sales opportunities, collaborating with team members, and developing a personal sales plan to achieve production goals.

Financial ServicesInsurance

Responsibilities

Establish a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year
Capitalize on opportunities to cross-sell multiple lines of coverage to existing clients; collaborate with department peers and service staff managing the company's various practices to maximize the sale of services provided
Maintain a high level of sales activity through self-driven initiatives to achieve production goals, markets products and services to the appropriate contact
Develop and execute a proactive strategy to source leads, identify and target decision-makers, and make cold calls to obtain opportunities for an appointment and service presentation
Perform a detailed analysis of a prospective client's needs by reviewing their existing insurance / risk management program; makes recommendations for appropriate and competitive coverages
Customize insurance programs to suit customer needs covering a variety of risks; explains features, advantages, and disadvantages of various policies to promote the sale of services

Qualification

Sales experienceAnalytical skillsNetworking skillsInterpersonal skillsProblem-solving skillsCommunication skillsOrganizational skillsCreative thinking

Required

Successful selling experience in a business-to-business product or service is preferred
Strong analytical and problem-solving skills
Effective networking and relationship-building skills
Exceptional interpersonal abilities
A pro-active, goal-driven, and confident attitude
A service-oriented, collaborative approach
An outgoing, professional demeanor
Excellent listening, verbal and written communication skills
Highly organized, detail-oriented and results-based
Insightful, creative and innovative

Benefits

Performance-based annual incentive program
Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings
Paid time off annually and a sabbatical at every 10-year service anniversary
Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
Access to specialized leadership development programming designed to take your career to the next level

Company

Oswald Companies

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Oswald Companies is an independent insurance brokerage firm.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2020-12-08Acquired

Leadership Team

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Robert Klonk
Chairman and Chief Executive Officer
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Company data provided by crunchbase